Inheritance Tax Planning

Inheritance Tax Planning

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A little preparation can go an awfully long way towards minimising the Inheritance Tax liability which your family may face when you are no longer around.

It is important to plan ahead to ensure that you can maximise your chances of qualifying for the various reliefs and exemptions available to you and your family.

Our expert team understands that each person’s priorities are different and that what might be an ideal tax planning solution for one family, based on their goals, might not be a pragmatic option for another. We offer a comprehensive tax service which covers both lifetime and Will planning and which is, above all, tailored to you.

We Advise On:

  • Inheritance Tax planning for individuals, business-owners and farmers
  • maximising the various Inheritance Tax reliefs and exemptions available
  • Lifetime Inheritance Tax planning
  • post-death Inheritance Tax arrangements

What clients say

A “down to Earth” and very friendly company.

Geoffrey & Maureen Mole

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Alternatively you can call us on 01392 207020.

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